Intergy Private Wealth
MDT icon

Intergy Private Wealth’s Medtronic MDT Stock Holding History

Intergy Private Wealth’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$347K Buy
4,021
+65
+2% +$5.73K 0.08% 90
2026
Q2 		$309K Buy
3,956
+550
+16% +$44.4K 0.07% 101
2026
Q1 		$295K Sell
3,406
-197
-5% -$18.9K 0.09% 90
2025
Q4 		$346K Buy
3,603
+25
+0.7% +$2.43K 0.1% 80
2025
Q3 		$341K Buy
3,578
+652
+22% +$59.9K 0.11% 78
2025
Q2 		$255K Sell
2,926
-79
-3% -$6.7K 0.09% 84
2025
Q1 		$270K Buy
3,005
+478
+19% +$42.8K 0.1% 79
2024
Q4 		$202K Buy
+2,527
New +$219K 0.08% 90

Other funds holding MDT

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Intergy Private Wealth's MDT Position: Q3 2026 in Review

Intergy Private Wealth increased its Medtronic (MDT) stake by 1.6% in Q3 2026, buying an estimated $5.73K and bringing the position to 4,021 shares worth $347K. The position accounts for 0.08% of the portfolio, ranked #90.

Intergy Private Wealth first reported a position in MDT in Q4 2024 and has held it in 8 quarters since. 644 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Intergy Private Wealth held 4,021 shares of Medtronic worth $347K as of Q3 2026.
  • Intergy Private Wealth bought 65 Medtronic shares in Q3 2026, an estimated $5.73K.
  • Medtronic made up 0.08% of Intergy Private Wealth's portfolio in Q3 2026, its #90 holding.
  • Intergy Private Wealth first reported a position in Medtronic in Q4 2024 and has held it in 8 quarters since.
  • 644 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.